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D&B Optimizer – Dun & Bradstreet Account and Lead Data for Salesforce

D&B Optimizer for Salesforce via Lightning Data delivers Live Business Identity - the information clarity and consistency you need to drive your sales and marketing initiatives forward with confidence. With D&B Optimizer, you maintain a high level of data quality and completeness so you can efficiently prioritize accounts based on critical data insights, align territories, segment markets, and identify and link companies in the same family tree to keep sales and marketing strategies on track.

✔ Automatically improves the account and lead data powering your Salesforce environment to accelerate sales with 80 fields of rich D&B firmographic attributes
✔ Refreshed every 15 days – 300- million business records - 30k sources - 190 countries - updated 5 million times a day
✔ Provides visual resolve/remove duplicate records to create one master record of data truth
✔ Identifies and links corporate relationships to uncover new opportunities and upsell/crosssell.

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D&B Optimizer – Dun & Bradstreet Account and Lead Data for Salesforce

  1. 1. 1 D&B Optimizer for Salesforce:The Commercial Data You Need to DriveYour Business Forward Dun & Bradstreet D-U-N-S® NumberBusiness Records 300M+ Sources 30K Countries 190 Daily Updates 5M
  2. 2. 2 D&B Optimizer Automatically Enriches the Account and Lead Data PoweringYour Salesforce Environment to Accelerate Sales – CLEANSE, enrich, and append the most up-to-date information on your accounts and leads – DEFINE rules to flexibly ingest the Dun & Bradstreet data or compare side-by-side – OBTAIN a quick overview of your data health via dynamic stewardship dashboards – ESTABLISH corporate linkages to reveal cross-sell and up-sell opportunities for your sellers – FLAG duplicate and out-of-business records CONTINUOUS DATA HYGIENE ENTITY RESOLUTION DATA ENRICHMENT DATA ANALYSIS & VISUALIZATION
  3. 3. 3 Automatically Enrich the Account and Lead Data PoweringYour Salesforce Environment to Accelerate Sales REAL-TIME DATA ENRICHMENT of 80 fields – including the Dun & Bradstreet D-U-N-S® Number, financial information, industry classifications, and corporate linkages AUTOMATED BI-WEEKLY CLEANSING of account data to ensure continuous data accuracy ACTIONABLE DATA STEWARDSHIP and account segmentation dashboards to help bring meaning to your data
  4. 4. Automatically Enrich Accounts & Leads Prioritize high value accounts (and sellers time and effort) based on advanced business firmographics
  5. 5. Identify & Link Corporate Relationships Uncover new opportunities, upsell and cross sell – Focus ABM strategy
  6. 6. Simplify Data Management Visually resolve and remove duplicate records to create a master record of truth
  7. 7. Improve Account Segmentation Dynamic dashboards to see accounts by revenue, employee, industry and location
  8. 8. Transitioning from You’re not alone: Dun & Bradstreet and Salesforce are here to help Salesforce Accelerator Meet & Get Expert Advice on Data Governance
  9. 9. Dun & Bradstreet is continually recognized for its insights and innovation and has nearly two centuries of helping businesses grow their most valuable relationships through data and companies of every size around the world rely on our data, analytics, and insights 90%o f t h e F o r t u n e 5 0 0 10th ConsecutiveYear Recommended or required by 250+ commercial, trade, and government organizations globally as a trusted business identifier. DUN & BRADSTREET D-U-N-S® NUMBER
  10. 10. Find it on the Salesforce AppExchange Two ways to give D&B Optimizer a try 1. “DRIVE” it around a test environment. Click the “Test Drive” button 2. TRY IT INYOUR ENVIRONMENT - Sign up for a Free Trial of D&B Optimizer for Salesforce – click the “Get it now” button to get started 1. 2.